Nonprofit · EIN 20-4044588
FIVE OAKS ACADEMY PTO INC
Tax-exempt · SIMPSONVILLE, SC 29681
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $143,555 | $123,727 | $19,828 | $162,494 | $4,572 | $157,922 |
| December 31, 2024 | 990-EZ | $141,466 | $149,566 | -$8,100 | $139,064 | $970 | $138,094 |
| December 31, 2023 | 990-EZ | $154,924 | $175,342 | -$20,418 | $147,070 | $876 | $146,194 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $72,173
- Program service revenue
- $0
- Investment income
- $4
- Net income from fundraising events
- $71,378
- Other revenue
- $71,378
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $107,644
- Management and general (functional)
- $9,868
- Fundraising (functional)
- $6,215
Balance sheet and other
- Total assets, start of year
- $139,064
- Total assets, end of year
- $162,494
- Total liabilities, end of year
- $4,572
- Net assets, end of year
- $157,922
- Net assets without donor restrictions
- $157,922
- Gross receipts
- $204,357
- Employees
- 0
- State of legal domicile
- SC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen Trewhella-Cash | Foundation Mgr. Trustee or director | 0 | $0 |
990-EZ for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN GREER | Treasurer | 0 | $0 |
990-EZ for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAUREN GREER | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1101 JONESVILLE RD, SIMPSONVILLE, SC 29681-4507
- In care of
- % SHERRY MYHAND
- Mailing address (990-N for 2008)
- 1101 Jonesville Road, Simpsonville SC 29681
- Principal officer (990-N for 2008)
- Anna Katherine Freeland, 1101 Jonesville Road, Simpsonville SC 29642
- Signed the 990
- Kathleen Trewhella-Cash, Foundation Manager
- Phone
- (864) 228-1881
- Return prepared by
- Myhand CPA LLC
Mission
SCHOLARSHIPS AND SCHOOL IMPROVEMENTS
Program accomplishments
- Funds were allocated for program excellence in order to maintain the highest academic environment for the benefit of every student.Expenses $58,752
- Funds are allocated for student scholarships so students are able to attend Five Oaks Academy.Expenses $26,960
- Funds were allocated for Security in order to maintain a safe environment for the benefit of every person on campus.Expenses $14,850
- Funds were allocated to faculty to ensure teachers are able to attend workshops and conferences required to maintain classroom skills and teaching techniques.Expenses $7,082
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-4044588
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B990)
- Assets (IRS master file)
- $162,494
- Income (IRS master file)
- $204,357
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $143,555 | $123,727 | $162,494 | IRS |
| 990-EZ | December 2024 | $141,466 | $149,566 | $139,064 | IRS |
| 990-EZ | December 2023 | $154,924 | $175,342 | $147,070 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2008 Officer: Anna Katherine Freeland | December 31, 2008 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4044588).
Questions about FIVE OAKS ACADEMY PTO INC
- What is the EIN of FIVE OAKS ACADEMY PTO INC?
- The employer identification number (EIN) of FIVE OAKS ACADEMY PTO INC is 20-4044588.
- Is FIVE OAKS ACADEMY PTO INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to FIVE OAKS ACADEMY PTO INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FIVE OAKS ACADEMY PTO INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FIVE OAKS ACADEMY PTO INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FIVE OAKS ACADEMY PTO INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of FIVE OAKS ACADEMY PTO INC?
- The 990-N for 2008 names Anna Katherine Freeland.
- Who are the officers and directors of FIVE OAKS ACADEMY PTO INC?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does FIVE OAKS ACADEMY PTO INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $143,555, expenses of $123,727 and total assets of $162,494 at year end.
Other nonprofits in SIMPSONVILLE
- SOUTHSIDE CHRISTIAN SCHOOL UPSTATE EIN 74-3095222 · last filed 990 for 2025
- BRASHIER MIDDLE COLLEGE CHARTER HIGH SCHOOL INC EIN 20-2741072 · last filed 990 for 2025
- FOLDS OF HONOR FOUNDATION EIN 83-1352637 · last filed 990 for 2025
- INTERNATIONAL SCHOOL OF GREENVILLE EIN 88-1162240 · last filed 990 for 2025
- PTA SOUTH CAROLINA CONGRESS EIN 91-1775683 · last filed 990-EZ for 2026
- MAULDIN MIDDLE SCHOOL BAND BOOSTER EIN 57-1108631 · last filed 990-EZ for 2025
- BRIDGED INC EIN 88-4119195 · last filed 990-EZ for 2025
- ONE BY ONE INTERNATIONAL EIN 47-2097421 · last filed 990-EZ for 2024